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| Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software) | 
 enlarge | Author: Editors Of Nolo
Publisher: NOLO
Category: Book
List Price: $69.99
Buy New: $44.08
You Save: $25.91 (37%)
Buy New from $44.08
Avg. Customer Rating:  (65 reviews)
Sales Rank: 3361
Languages: English (Original Language), English (Unknown), English (Published)
Media: Paperback
Edition: 2009 Edition
Number Of Items: 1
Pages: 600
Shipping Weight (lbs): 2.3
Dimensions (in): 9 x 7 x 1.5
ISBN: 141330902X
Dewey Decimal Number: 346.73052
EAN: 9781413309027
ASIN: 141330902X
Publication Date: October 29, 2008 (New: Last 30 Days)
Availability: Usually ships in 1-2 business days
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Product Description
America's No. 1 selling estate planning software in book form, helps you create a will, living trust, living will -- and much more!
Help protect your family and your assets, and save on legal fees! Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials provides the legal forms you need. So comprehensive, the software assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.
PLUS! Package includes a free CD-Rom of Nolo's bestselling title THE EXECUTOR'S GUIDE with Quicken Willmaker 2009, a value of $39.99!
Will
Living Trusts, including an AB Trust
Health Care Directive:
Living Will
Health Care Power of Attorney
Financial Powers of Attorney
Final arrangements document
Important documents for executors
Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials also provides forms you can use every day, such as authorizations and agreements, promissory notes, and child and elder care forms.
For each document, Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual.
Need to know more? Here are in-depth details about what you can do with Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials:
Your Will
Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.
Your Living Trust
Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.
Your Health Care Directive
Lets people who care for you make important decisions about your life and health when you can't. Create a:
Health Care Power of Attorney
Permit a loved one to make important medical decisions for you if you are unable to do so yourself.
Living Will
Specify whether you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.
Your Financial Power of Attorney
Name someone to make your financial decisions, in case you are medically incapacitated. Don't worry, you can grant as much authority as you wish.
Your Final Arrangements
Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more!
Documents for Your Executor
Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.
Personal Finance Documents
Over a dozen forms that let you handle financial situations you might face on any given day, such as lending or borrowing money to friends or family, creating bills of sale, ending a credit card account -- and more!
Home & Family Documents
Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials can handle all these family situations -- and many more!
Estate planning documents not valid in Louisiana.
List of Forms
All forms are completed through a step-by-step interview, which customizes a document based on your answers. Completed documents can be printed directly, or exported to an RTF document, which can be opened in any word processor.
Wills and Living Trusts
Will
Self-Proving Affidavit (for Will)
Letter to Executor
Individual Living Trust
Shared Living Trust
AB Trust (aka Bypass Trust)
Certification of Trust
Assignment of Property (to Trust)
Reverse Assignment of Property (from Trust)
Revocation of Living Trust
Restatement and Amendment of Living Trust
Leaving Others in Charge
Health Care Directive (Living Will & Power of Attorney)
Durable Power of Attorney for Finances
Special (Limited) Power of Attorney for Finances
Information for the Attorney-in-Fact
Delegation Form for Attorney-in-Fact
Resignation Form for Attorney-in-Fact
Revocation Form for Recorded Durable Power of Attorney for Finances
Revocation Form for Unrecorded Durable Power of Attorney for Finances
Revocation of Health Care Directive
Revocation of Power of Attorney
Final Arrangements Letter
Documents for Your Executor
Affidavit of Domicile
Employee Death Benefits Letter
Executor's Checklist
Executor's Letter to Financial Institution
General Notice of Death
Notice to Creditor of Death
Notice to Homeowners Insurance Company of Death
Notice to Vehicle Insurance Company of Death
Request for Life Insurance Claim Form
Request for Life Insurance Proceeds
Personal Finance Documents
General Bill of Sale
Promissory Note (Amortized Monthly Payments)
Promissory Note (Balloon Payment)
Promissory Note (Payments of Interest Only)
Promissory Note (One Lump Sum Payment)
Security Agreement for Borrowing Money
Notice to Terminate Joint Credit Card Account
Notice to Put Name on Do Not Call List
Cancel Membership or Subscription
Documents for Home and Family
Child Care Agreement
Child Care Instructions
Authorization for Minor's Medical Treatment
Authorization for Foreign Travel With Minor
Temporary Guardianship Authorization for Care of Minor
Elder Care Agreement
Pet Care Agreement
Housekeeping Services Agreement
Housesitting Instructions
Authorization to Drive a Motor Vehicle
Property Inventory Worksheet
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| Customer Reviews: Read 60 more reviews...
 Thoughtful, thorough guidance October 6, 2008
This clearly crafted guide helps you decide how to structure your estate and makes sure you do not miss anything important, including health and do-not-resuscitate directives. You may well need a lawyer nonetheless, but you will know why and you will better understand their advice. It has my highest recommendation.
 Idea and legal stuff nice, but limiting and has system problems September 30, 2008
The biggest problem with WillMaker (for Windows XP) is that it will only run as Administrator. This is a fundamental violation of good security practice. For this reason alone, I cannot give it good recommendation.
Also it is a bit limiting in what you can specify. For example, I would have liked to name a charity to receive my estate if no one survived me. But I couldn't do it.
On the plus side it is very easy to use. And I like the Nolo legal philosophy of making the document be in clear plain English.
Quicken WillMaker Plus 2008 September 24, 2008
I found Quicken WillMaker Plus 2008 to be an easily understood, comprehensive guide for anyone contemplating their own mortality. The presentation is logical with thoughtful recommendations on items which may be skipped if found to be unapplicable. When considering the possible cost of hiring a professional to educate rather than review the will or trust, the choice is clear. Self study of the material can drastically reduce the cost of composition. Quicken WillMaker Plus 2008 then becomes one of the best guarators that there will be more of your estate left for those to whom you wish to leave it.
Great Living Trust Software September 10, 2008
I purchased this book with cd primarily to create a Revocable Living Trust, as I was determined not to pay an attorney $1500 to do this for me. The product takes you through creation of the trust step by step, very easy to use.
Excellent product September 5, 2008
For around $30 this was a great and thorough product. It was really easy to use. I read the first two chapters and felt like I had the information I needed and was able to create the will I wanted (very basic) in about a 1/2 hour on the computer. The book and software cover all sorts of things much more complicated. I highly recommend the product!
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